Making Workflow Work For YouBanner workflows – –Changes to degree candidate records –...
Transcript of Making Workflow Work For YouBanner workflows – –Changes to degree candidate records –...
Making Workflow Work Making Workflow Work For YouFor You
Debbie S. WilliamsonDebbie S. WilliamsonSonny MonfortSonny Monfort
Georgia Institute of TechnologyGeorgia Institute of Technology
Session Rules of EtiquetteSession Rules of Etiquette
Please turn off your cell phone/pagerPlease turn off your cell phone/pager
If you must leave the session early, please If you must leave the session early, please do so as discreetly as possibledo so as discreetly as possible
Please avoid side conversation during the Please avoid side conversation during the sessionsession
Thank you for your cooperation!
Why Workflow?Why Workflow?
Eliminate manual workEliminate manual work
Better utilize Banner and other Better utilize Banner and other applicationsapplications
Eliminate paperEliminate paper
Ease the pain of budget cutsEase the pain of budget cuts
Uses outside BannerUses outside Banner
The Technical SideThe Technical Side
HardwareHardware–– Sun Microsystems sun4u Sun Fire V240Sun Microsystems sun4u Sun Fire V240
2 CPU, 8G ram running Solaris 92 CPU, 8G ram running Solaris 9
–– Same type of server we user for serving Banner Same type of server we user for serving Banner INB and Self Services INB and Self Services –– we use 4 for Bannerwe use 4 for Banner
Software Software –– You own You own it;it; you should use you should use it.it.
DBA resourceDBA resource
““TriggerTrigger”” resourceresource
The Functional SideThe Functional Side
Who is currently involvedWho is currently involved–– RegistrarRegistrar’’s Offices Office–– Financial AidFinancial Aid–– Undergraduate AdmissionsUndergraduate Admissions–– Graduate AdmissionsGraduate Admissions
First StepsFirst Steps
Pick something easyPick something easy
If you canIf you can’’t put it on papert put it on paper…………
Evaluation of current processesEvaluation of current processes–– Because we always have done it this wayBecause we always have done it this way–– Can we do it better?Can we do it better?
One office or crossOne office or cross--office process?office process?
Workflow TrainingWorkflow Training
Technical TrainingTechnical Training–– Server trainingServer training–– Administration trainingAdministration training
Functional TrainingFunctional Training–– Users and rolesUsers and roles–– Using the modelerUsing the modeler
Sample WorkflowsSample Workflows
Banner workflowsBanner workflows–– Changes to degree candidate recordsChanges to degree candidate records–– Changes to student informationChanges to student information
NonNon--Banner workflowsBanner workflows–– Request for time offRequest for time off–– Request for data trackingRequest for data tracking
Think PeopleSoft and other databasesThink PeopleSoft and other databases
Requires a trigger
I need a triggerI need a trigger……
Here are some samples of what Here are some samples of what the technical staff will providethe technical staff will provide……
Lets employee know request has been sent.
Lets supervisor know there is a pending request
Supervisor’s reply to employee.
Helpful HintsHelpful Hints
After putting on paper, have someone After putting on paper, have someone else read it (you may leave out steps)else read it (you may leave out steps)
May not be May not be ““workflow worthyworkflow worthy””
Meet together to discuss and writeMeet together to discuss and write
Start with something easyStart with something easy
Have a naming conventionHave a naming convention
Timeline of EventsTimeline of Events
September 7, 2004 September 7, 2004 –– Meeting to Meeting to discuss Workflow (SCT consultant)discuss Workflow (SCT consultant)
March 2005 March 2005 –– Server purchased; Server purchased; Workflow installed in test environmentWorkflow installed in test environment
March 31 March 31 –– meeting with supervisors meeting with supervisors to determine who will be involvedto determine who will be involved
April/May 2005 April/May 2005 –– Meetings with Meetings with Workflow GroupWorkflow Group
Timeline Timeline -- continuedcontinued
May 31, 2005 May 31, 2005 –– Server Administration Server Administration Training (remote)Training (remote)
June 2June 2--3, 2005 3, 2005 –– Technical Training Technical Training (remote)(remote)
June 6 June 6 –– 9, 2005 9, 2005 –– Functional Training Functional Training (SCT)(SCT)
July July –– August 2005 August 2005 –– Workflow Workflow individual workindividual work
September 2005 September 2005 –– Second Functional Second Functional TrainingTraining
Workflow ChannelWorkflow Channel
Using Workflow with Using Workflow with LuminisLuminis
Monitoring Monitoring –– ““LaggingLagging”” processesprocesses
What Workflow CanWhat Workflow Can’’t Dot Do
Make your employees come to work Make your employees come to work on timeon time
Resolve personnel issuesResolve personnel issues
Improve a Improve a ““badbad”” business processbusiness process
SCT Provided WorkflowsSCT Provided Workflows
QUESTIONS??? QUESTIONS???
Debbie WilliamsonDebbie Williamson–– [email protected]@registrar.gatech.edu
Sonny MonfortSonny Monfort–– [email protected]@oit.gatech.edu